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Name Holding Trade Value Shares
Change
Change in
Stake
4WM
326
49 Wealth Management
Texas
$481K +$471K +8,985 New
AIP
327
Ameritas Investment Partners
Nebraska
$481K +$3.67K +70 +0.8%
SWM
328
Spire Wealth Management
Virginia
$479K +$42.3K +807 +10%
FCP
329
Fidelis Capital Partners
Florida
$475K
WB
330
WesBanco Bank
West Virginia
$472K +$102K +1,940 +28%
CWIG
331
Chung Wu Investment Group
Texas
$471K
AFG
332
Allegheny Financial Group
Pennsylvania
$467K +$457K +8,728 New
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$465K
SOS
334
Silver Oak Securities
Tennessee
$462K +$40K +764 +10%
IA
335
IFP Advisors
Florida
$458K -$12.9K -246 -3%
RSWM
336
Robertson Stephens Wealth Management
California
$449K -$164K -3,139 -27%
PWM
337
Perigon Wealth Management
California
$449K +$5.24K +100 +1%
NA
338
Navellier & Associates
Nevada
$448K +$227K +4,333 +96%
HIC
339
Holderness Investments Company
North Carolina
$446K
NDSI
340
Newman Dignan & Sheerar Inc
Rhode Island
$444K
Universal-Beteiligungs- und Servicegesellschaft
341
Universal-Beteiligungs- und Servicegesellschaft
Germany
$444K +$435K +8,300 New
AAS
342
Avantax Advisory Services
Texas
$443K +$84.9K +1,621 +24%
CIA
343
Capital Investment Advisors
Georgia
$433K +$116K +2,213 +38%
SIMG
344
Sonora Investment Management Group
Arizona
$430K +$78.6K +1,500 +23%
DAS
345
Dynamic Advisor Solutions
Arizona
$430K +$210 +4 +0%
MPCG
346
Matrix Private Capital Group
New York
$428K
S
347
SignatureFD
Georgia
$428K +$262K +4,999 +167%
PA
348
Parallel Advisors
California
$425K +$52.5K +1,003 +14%
Focus Partners Wealth
349
Focus Partners Wealth
Massachusetts
$423K -$11.8K -226 -3%
VFA
350
Valeo Financial Advisors
Indiana
$423K +$98.3K +1,877 +31%